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By: Anton Balint,  Senior Investment Writer | 14 Jun 2023 Updated 23 Jun 2023 The end of ESG, or just another phase? These three letters – ESG – were meant to be more than just a symbol. They were supposed to be a pragmatic framework for allocating capital. However, in recent months, ESG has become […]

The debate between passive and active allocation continues The ancient rite of pitching hands-on stock selection and passive index investing against each other is about more than simply which provides the best risk-adjusted returns over time. As such, we’ve assembled some of the more illuminating and exciting research on this topic. Tracking Error 101: The

Which assets can help investors hedge against inflation? Inflation remains stubbornly high across key economies, and it remains at the top of the risk agenda for investors worldwide. Excellent inflation hedging opportunities may be offered by real estate, private credit, and gold. The collection of research below provides allocators with the some of the latest

Some of the latest outlook pieces for H2 2023 As asset managers are thinking about the rest of 2023, outlook pieces are beginning to make their way onto our platform. This collection provides investors with some of the latest pieces that look towards the next few months and the likely direction of different asset classes.

What can destabilise the global economy? These three developments. August was not a typical quiet summer month—at least not for investors. Three major developments defined the market voice: First, the ongoing destabilization of the African continent poses a growing threat to the world’s mineral trade. Events concerning Niger are particularly pertinent to this matter. Second,

By: Chipo Muwowo,  Investment Content Specialist | 22 Jun 2023 Updated 03 Aug 2023 Exploring a Fresh Approach for Capitalising on Private Market Opportunities Private markets remain attractive. Investors come to these asset classes in search of diversification and stay for the returns. But how will private markets fare in a new market regime? The

By: Gary Adams,  Senior Investment Content Specialist | 23 Jun 2023 New frontiers for risk-adjusted returns Over the years, emerging markets have become a preferred destination for global investors looking for diversification. Recent developments, such as the divergence in growth between China and other developing economies, as well as geopolitical tensions between powerful countries have

Additional perspectives on the rest of 2023 Last week we provided allocators with the first selection of outlooks for the rest of 2023. Investors can find below more in-depth research from global asset managers on what the next few months may have in store for them. This collection of outlooks covers private markets, global equities,

By: David Brannon,  Head of Research | 27 Jun 2023 Updated 28 Jun 2023 Food for Thought From farm to fork, our global food system is vast, complex, inefficient and increasingly unfit for purpose. But with the global food system representing just 10% of global GDP, why should institutional investors care? PGIM believes understanding and navigating

Insights into the next chapter for economies and markets This collection of insights provides investors with some of the most interesting forward-looking research which we have read this month. Below you can find timely analysis on digital innovation, trend-following, the equity risk premium, and more. All these topics fit into the current macroeconomic puzzle which